Transaction Management Resource Center
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1. What is Transaction Management (TM)?
2. How can Transaction Management benefit me?
4. What are the differences between Transaction Management and Instanet's Online Forms?
5. Is there an additional cost for Transaction Management?
6. How do I begin my Transaction Management Subscription?
7. Frequently Asked Questions.
8. Add your office forms to the Transaction Desk Module.
9. Set Up and Import Process Document for Lone Wolf Users.
10. Office Transaction Management Implementation Guide.
1. What is Transaction Management (TM)? TM is an online platform that contains multiple tools for managing real estate transactions and related functions, such as: Action/Activity Plans, Digital Document Management, Fax & E-mail Hub for Transaction Documents, Participant Management & Security, Communication, Notification, & Logging, Vendor Management & Service Ordering, and Transaction Searching & Reporting. Realcomp’s TM product is integrated with Realcomp Online. For more details... View and print the product brochure. View a slide show presentation on the features and benefits for agents. View a slide show presentation on the features and benefits for brokers. View the product video by Instanet (5 minutes). 2. How can Transaction Management benefit me? 3. Don't I already have access to Transaction Management through the Instanet Online Forms that are already available through Realcomp Online? No. Although you have the ability on Realcomp Online to create a basic transaction to auto-populate your online forms, 'Transaction Management' services extend far beyond the online forms functions. 4. What are the differences between Transaction Management and Instanet's Online Forms? 5. Is there an additional cost for Transaction Management? Yes, the fee is $6.00 per month/per user (and billed quarterly). Note: Although you can cancel your Transaction Management subscription at any time, paid fees cannot be refunded. 6. How do I begin my Transaction Management subscription? Simply follow these steps... For Individual Agents Signing Up Your subscription will begin the day you attend training, at which time you will be able to use the Transaction Management system & features. For Entire Brokerages Signing Up Your agents' subscriptions will begin the day they attend training, at which time they will be able to use the Transaction Management features.
< Demonstrate your technological proficiency.
< Spend more time on prospecting and sales.
< Provide your clients with better insight into the transaction.
< Use a formalized process to maintain consistency.
< Online customer service delivery.
< Improved communications.
< All transactions and documents are safely stored and easily accessed online.
< Allows you to go “paperless”.
View and print the comparison grid of the features in Transaction Management vs. Online Forms.
Access to Online Forms continues to be free of charge.
a. Be sure to acquaint yourself with the above information before proceeding.
b. Register for the mandatory training course by e-mailing us, calling us at (866) 553-3430, ext. 4, or by registering online.
a. Be sure to acquaint yourself with the above information before proceeding.
b. Register your agents for the mandatory training course by e-mailing us, or calling us at (866) 553-3430, ext. 4.
Last modified 2008-04-28 16:10
